D1 Capital Partners L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$8.7T
Holdings
38
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 22,558,255 | $829.2B | 9.52% | |
| 2 | APPAPPLOVIN CORP | 836,782 | $601.3B | 6.90% | |
| 3 | CLHCLEAN HARBORS INC | 2,445,583 | $567.9B | 6.52% | |
| 4 | RDDTREDDIT INC | 2,024,597 | $465.6B | 5.35% | |
| 5 | FLSFLOWSERVE CORP | 7,479,351 | $397.5B | 4.56% | |
| 6 | JHXJAMES HARDIE INDS PLC | 18,997,847 | $364.9B | 4.19% | |
| 7 | SCHWSCHWAB CHARLES CORP | 3,821,904 | $364.9B | 4.19% | |
| 8 | KRCKILROY RLTY CORP | 8,482,654 | $358.4B | 4.12% | |
| 9 | XPOXPO INC | 2,505,738 | $323.9B | 3.72% | |
| 10 | MLB1MERCADOLIBRE INC | 128,803 | $301.0B | 3.46% | |
| 11 | BACBANK AMERICA CORP | 5,524,547 | $285.0B | 3.27% | |
| 12 | CNMCORE & MAIN INC | 5,176,680 | $278.7B | 3.20% | |
| 13 | PRMBPRIMO BRANDS CORPORATION | 11,814,815 | $261.1B | 3.00% | |
| 14 | USFDUS FOODS HLDG CORP | 3,361,200 | $257.5B | 2.96% | |
| 15 | LINELINEAGE INC | 6,181,894 | $238.9B | 2.74% | |
| 16 | SESEA LTD | 1,292,643 | $231.0B | 2.65% | |
| 17 | AVGOBROADCOM INC | 667,400 | $220.2B | 2.53% | |
| 18 | COFCAPITAL ONE FINL CORP | 981,310 | $208.6B | 2.40% | |
| 19 | METAMETA PLATFORMS INC | 271,400 | $199.3B | 2.29% | |
| 20 | DHRDANAHER CORPORATION | 908,691 | $180.2B | 2.07% | |
| 21 | NUNU HLDGS LTD | 10,178,933 | $163.0B | 1.87% | |
| 22 | APOAPOLLO GLOBAL MGMT INC | 1,159,000 | $154.5B | 1.77% | |
| 23 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 3,730,000 | $147.4B | 1.69% | |
| 24 | DISDISNEY WALT CO | 1,206,000 | $138.1B | 1.59% | |
| 25 | CRSCARPENTER TECHNOLOGY CORP | 505,329 | $124.1B | 1.42% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 740,308 | $120.1B | 1.38% | |
| 27 | WINGWINGSTOP INC | 472,135 | $118.8B | 1.36% | |
| 28 | ALKALASKA AIR GROUP INC | 2,338,340 | $116.4B | 1.34% | |
| 29 | NVDANVIDIA CORPORATION | 616,600 | $115.0B | 1.32% | |
| 30 | ENQENTEGRIS INC | 1,149,981 | $106.3B | 1.22% | |
| 31 | SNPSSYNOPSYS INC | 156,783 | $77.4B | 0.89% | |
| 32 | APGAPI GROUP CORP | 2,204,600 | $75.8B | 0.87% | |
| 33 | GEHCGE HEALTHCARE TECHNOLOGIES I | 994,584 | $74.7B | 0.86% | |
| 34 | LPXLOUISIANA PAC CORP | 803,906 | $71.4B | 0.82% | |
| 35 | SATSECHOSTAR CORP | 822,200 | $62.8B | 0.72% | |
| 36 | AFRMAFFIRM HLDGS INC | 820,000 | $59.9B | 0.69% | |
| 37 | T7DTRANSDIGM GROUP INC | 30,800 | $40.6B | 0.47% | |
| 38 | LXEOLEXEO THERAPEUTICS INC | 978,652 | $6.5B | 0.07% |